Complimentary for Members

June 27, 2023


In-Person

Princess Royale
9100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842


4 CPE

2023 Beach Retreat: Partner Presentations

  • View Bio

    Instructor

    Robert
    Albertini

    View Bio
  • View Bio

    Instructor

    David
    Bergstein

    View Bio
  • View Bio

    Instructor

    Laura
    Jansen

    View Bio
  • View Bio

    Instructor

    Ashley
    Doyen

    View Bio

Sponsors

CPE Credits Available

4 CPE
4
Specialized Knowledge

Princess Royale

9100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842

Get Directions

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Future Ready

Prerequisites

None

Advanced Preparation

None

Provider

maryland association of cpa's

Agenda

June 27

Your Clients’ Top HR Compliance Questions, Answered - ADP
Speaker:

Laura Jansen

View Bio

Trying to keep up with changing federal, state, and local requirements that affect the way your clients hire, pay, and provide benefits to your employees? Are your clients wondering whether they have the right policies and procedures in place to protect their business and their staff?

ADP® analyzed calls to the ADP HR HelpDesk to compile a list of the most common HR compliance questions posed by small business owners.

Join us as we answer some of these frequently asked questions, which include questions related to wage and hour laws, independent contractors, employee benefits, and leave, among others.

Learning Objectives:

  • Identify the most common HR compliance challenges affecting your clients.
  • Understand employer requirements related to HR compliance.
  • Explore ways to leverage HR advisory as an additional revenue stream for your firm.

Growing your Firm: Tips to Help Minimize your Risk! - AON
Speaker:

Robert Albertini

View Bio

In this session, we will share how CPA firms can capitalize on the current market to increase their profits, scope, and size. During our time together, we’ll cover:

• Expanding your Areas of Practice (AOP)

• Some specializations to consider

• Expanding your clientele

• Adding Staff

• Vetting new client and culling clients

• Insurance coverages to support your firm’s growing risk

Walk away with tips and insights to help make the best decisions for your firm to achieve optimal growth.


Break

The CAS Journey: Steps to Overcoming Obstacles to a Successful Practice - CPA.com

CPA.com has helped hundreds of firms develop and expand their Client Advisory Services (CAS) practices, and has identified key elements that practices need to address on the CAS journey. Learn what CAS is – and what CAS isn’t – and how to identify the key steps to build and evolve your CAS practice. This session will discuss the milestones along a typical CAS practice journey, and help you prioritize your efforts along the way.

Learning Objectives:

  • Recall the services that fall under the CAS practice.
  • Recognize the key practice decisions that CAS leaders make
  • Identify how to connect the typical CAS journey milestones to your practice strategy

The Future of Accounting is Not Accounting - Intuit
Speaker:

David Bergstein

View Bio

The objective of this presentation is to enable the attendees to walk away with what is needed to succeed as an accountant in the future. Attendees will learn what it means to look forward instead of backward and the differences between compliance and advisory services/consulting.

In addition, we will work through a demonstration of ChatGBT and see how it works and how AI affects what we do now and in the future.


This event has ended.